TSMC (2330 TT) Q4 2025 (TWD): Net Profit 505.7bln (exp. 467bln), Revenue 1.046tln (exp. 868.46bln), CapEx USD 40.9bln (exp. USD 40-42bln)

Newsquawk Staff · 15 Jan 2026, 05:50 UTC

Q4 gross margin 62.3% (exp. 60.6%), +3.3ppts Y/Y.
Q4 revenue from high performance computing +4% Q/Q.
Q4 revenue from smartphones +11% Q/Q.
Q4 revenue from IoT +14% Q/Q.

What it means

TSMC's Q4 results notably beat both net profit and revenue expectations, reflecting strong demand across high-performance computing, smartphones, and IoT segments. The gross margin improvement also reinforces operational efficiency and pricing power, suggesting a robust outlook that could positively impact investor sentiment in the tech and semiconductor sectors.

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